Aerie Comps +20%

New on the Aerie website: Show Off Unlined Balconette Bra (left) and OFFLINE By Aerie Real Me XTRA Rib Picot Sports Bra.

Aerie comparable sales rocketed up over 20% during the holiday season. This increase in the first part of the fourth quarter comes on top of an 11% increase in third quarter comparable sales for the underwear division of American Eagle Outfitters (AEO). In the period November 2, 2025 through January 3, 2026, Aerie comparable sales growth was “in the low twenties,” while growth in the comps for the company’s American Eagle apparel division were up only “in the low single digits.”

Aerie sales rose 12.6% in the third quarter to $461.989 million, up from $410.442 million in the three months ended November 2, 2024.

AEO CEO Jay Schottenstein noted that “momentum continued in the fourth quarter with record December sales fueled by the power of our brands, with particularly strong growth at Aerie and Offline and sequential growth at American Eagle. Our customers embraced new product collections and responded to our latest marketing initiatives, with strength continuing in the post-holiday period.”

As a result of the “record holiday season,”  AEO announced it is “raising its fourth quarter operating income to a range of $167 to $170 million, up from the previous guidance of $155 to $160 million. The increase largely reflects solid margin performance and anticipates consolidated comparable sales up in the range of 8% to 9%. Fourth quarter operating income guidance also includes approximately $50 million of pressure from tariffs, as previously disclosed.”